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Morning Brief* – October 7, 2013

Macro economy in terms of business cycle model- Basically global PMIs supported bullish macro business cycle model script for growing economies this decade, next year, and for even an upswing going into end of this year. 9Yr/3yr cycles trend higher. Climate in terms of CSA cycle model- 9/10-Cycle size up to 100,000 years are in […]

Morning Brief* – October 4, 2013

Macro economy in terms of business cycle model- Basically global PMIs supported bullish macro business cycle model script for growing economies this decade, next year, and for even an upswing going into end of this year. 9Yr/3yr cycles trend higher. Climate in terms of CSA cycle model- 9/10-Cycle size up to 100,000 years are in […]

Morning Brief* – October 2, 2013

Macro economy in terms of business cycle model- Basically global PMIs supported bullish macro business cycle model script for growing economies this decade, next year, and for even an upswing going into end of this year. 9Yr/3yr cycles trend higher. Climate in terms of CSA cycle model- 9/10-Cycle size up to 100,000 years are in […]

Morning Brief* – October 1, 2013

Macro economy in terms of business cycle model- Eurozone PMI barely dipped, and so the trend since 2012 low was still up while, the up trend from 2009 low was renewed. With their PMI over 50, economies grow. Euro zone has picked itself up from the floor and walking. Rising price pressure was noted in […]

Morning Brief* – September 30, 2013

Macro economy in terms of business cycle model- Consumer sentiment slumps seasonally. Model script remains long term bullish the economies into 2014 relative the 3yr cycle. The 9yr cycle offers lower unemployment and growing economy until 2017 to 2019. No recession until the cycle peak. Eurozone bottomed 2012 or 2013 for a recession with evidence […]

Morning Brief* – September 27, 2013

Macro economy in terms of business cycle model- 9/25-September and October can offer slippery business statistics and soft consumer sentiment, but normally this is a distraction or correction from the larger positive trend. 9/24-China PMI fastest pace in 6 months. 9/10-PMI August for US rose slightly, and so the economy grew. A positive model input. […]

Morning Brief* – September 26, 2013

Macro economy in terms of business cycle model- 9/25-September and October can offer slippery business statistics and soft consumer sentiment, but normally this is a distraction or correction from the larger positive trend. 9/24-China PMI fastest pace in 6 months. 9/10-PMI August for US rose slightly, and so the economy grew. A positive model input. […]

Morning Brief* – September 25, 2013

Macro economy in terms of business cycle model- September and October can offer slippery business statistics and soft consumer sentiment, but normally this is a distraction or correction from the larger positive trend. 9/24-China PMI fastest pace in 6 months. 9/10-PMI August for US rose slightly, and so the economy grew. A positive model input. […]

Morning Brief* – September 24, 2013

Macro economy in terms of business cycle model- China PMI fastest pace in 6 months. 9/10-PMI August for US rose slightly, and so the economy grew. A positive model input. My Eco Trend indicator which is a cumulative study of PMI made a new record high as it should have, and relative correlation, nominal GDP […]

Morning Brief* – September 23, 2013

Macro economy in terms of business cycle model- China PMI fastest pace in 6 months. 9/10-PMI August for US rose slightly, and so the economy grew. A positive model input. My Eco Trend indicator which is a cumulative study of PMI made a new record high as it should have, and relative correlation, nominal GDP […]